LGI

Lazard Global Total Return & Income Fund
LGI

Overview Fund Activity

41 hedge funds and large institutions have $35.5M invested in Lazard Global Total Return & Income Fund in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$7.63M
2
WAM
2
Wolverine Asset Management
Illinois
$926K
3
UBS Group
3
UBS Group
Switzerland
$2.35M
4
IA
4
IFP Advisors
Florida
$279K
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.49M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$276K
2
Wells Fargo
2
Wells Fargo
California
$2.08M
3
SFS
3
Shaker Financial Services
Virginia
$0
4
CA
4
Cetera Advisors
Colorado
$0
5
Invesco
5
Invesco
Georgia
$419K
Name Market Value Shares Shares
Change 		Shares
Change %
GC
26
Guggenheim Capital
Illinois
$200K 13,661 -1,894 -12%
Osaic Holdings
27
Osaic Holdings
Arizona
$198K 13,567 -1,973 -13%
TCA
28
Transcend Capital Advisors
New Jersey
$197K 13,472 – –
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$196K 13,356 -6,355 -32%
ME
30
McIlrath & Eck
Washington
$88.6K 6,050 – –
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$43K 2,938 +2,938 New
CA
32
CoreCap Advisors
Michigan
$16.6K 1,135 +1,135 New
JMF
33
Johnson Midwest Financial
Iowa
$15K 1,005 – –
SSB
34
Sandy Spring Bank
Maryland
$14.6K 1,000 -1,500 -60%
PFA
35
Pathway Financial Advisers
Indiana
$11K 750 +750 New
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$7K 509 +13 +3%
MCC
37
Money Concepts Capital
Florida
$3.65K 249 +249 New
APC
38
Aspire Private Capital
North Carolina
$2.4K 164 – –
PA
39
Parallel Advisors
California
$2.33K 159 – –
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$2K 107 +107 New
RA
41
Rise Advisors
New York
$1.11K 756 +19 +3%
SFS
42
Shaker Financial Services
Virginia
– – -18,832 Closed
CA
43
Cetera Advisors
Colorado
– – -13,098 Closed
GWSG
44
GPS Wealth Strategies Group
Colorado
– – -2,930 Closed
SCA
45
Stonebridge Capital Advisors
Minnesota
– – -1,323 Closed
AIM
46
Axiom Investment Management
New York
– – -1,018 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
– – – –
1
2